portefeuille (98.37)

July 2010

7

Qiagen is a spin-off of the University of Düsseldorf. I have lived in the Düsseldorf area for most of my life and while Qiagen is the only major company in a little town right next to Düsseldorf I think it is fair to say that almost no one in that town that is not working for them knows what they are doing. It is not really a secret, people just don't care. Excluding Genentech (Roche) and Serono (Merck) it might be the second largest (by market capitalisation, behind Actelion) "biotech company" in Europe. I think Qiagen has a decent chance of being a DAX30 component company in the not so distant future (see comment #9 here). [more]

1

I consider it highly unlikely that I am responsible for the "current spike" in the price of THLD, but just in case someone is "following my calls", as always use reasonable limits (and quit following me, hehe). [more]

9

I might make EXEL shares a "2% of my portfolio" position next week. That would probably make it the 4th largest, so maybe it is a good idea to wrote a post about Exelixis, mostly to convince myself that adding to my position is a good idea. [more]